How Many Said “Never”?


At Bloomberg Peter Orszag, David Gluckman, and Stephen H. Sands point out that a recent survey of biopharmaceutical executives found them much less sanguine about the prospects for a vaccine against SARS-CoV-2 than politicians or, I presume, the public at large:

Most health care leaders also believe it may very well be more than a year or two before there is an effective Covid-19 treatment — if one ever materializes. Indeed, only 49% of health care industry leaders put the likelihood of such a therapeutic at better than even.

Consequently, two-thirds of industry leaders expect the pandemic to continue into the second half of 2021 or beyond — a notably longer time frame than that envisioned by many people in government. The danger is that federal fiscal support will be withdrawn before the pandemic is actually over, and then the underlying economic damage will become more visible.

The emphasis is mine. Also note the pie chart above. 2% of the industry leaders think the pandemic will never be over. Note that it’s in their financial interest to believe that a safe, effective vaccine will be developed.

The bottom line is that nearly two-thirds openly believe that the pandemic will continue at least until this time next year. Add ten points for interest.

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The Mess in Portland Everywhere

The editors of the Wall Street Journal, commenting on the use of Homeland Security agents to arrest violent protestors in Portland recommend letting cities suffering from violent disorder stew in their own juices:

We understand Mr. Trump’s desire to restore order, but he’s also saving Democrats from themselves. State and local Democrats will blame federal intervention for any and all disorder, deflecting attention from their own failures. The media will echo whatever they say. Progressives run Portland, Chicago, New York and other cities now experiencing a surge of violence. If they want to indulge the mayhem, then let them live with the consequences.

I’ve been warning about this for months. Mayors can’t abrogate their responsibilities without providing an opening for the use of federal law enforcement. I honestly don’t know what they’re thinking. I can only speculate that they believe that if they just ignore the disorder long enough it will go away. In the long term they’re probably right—ultimately we will all go away. But in the near term? Frankly, I doubt it. And it will provide further impetus from the urban exodus I believe is already under way. There are already lengthy wait times for one-way U-Haul rentals from Chicago. The wait times are likely to become longer.

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Redoubling Your Efforts Having Lost Sight of the Goal

The graphic above was captured from the website if the Illinois Department of Public Health and illustrates ICU bed utilization statewide. As you can see statewide the utilization of ICU beds is less than 50% and the utilization by COVID-19 patients is about 8% of capacity. The breakdown provided does not tell us the utilization by COVID-19 patients in Chicago but based on what is shown it’s consistent with other regions of the state.

Mayor Lightfoot is talking about tightening the restrictions on various activities in the city again. Her objective does not seem to be to prevent COVID-19 patients from overwhelming Chicago’s hospitals. I have no idea what her objective is. If she were to apply the same standards to gunshot victims she is to people with COVID-19, the Englewood, Austin, and Garfield Park neighborhoods would have been locked down a long time ago.

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Solutions That Don’t Solve

There is a bumper crop of plans for ending the COVID-19 pandemic. To my eye they all share one defect: they wouldn’t actually end the pandemic. Take, for example, Massachusetts Sen. Elizabeth Warren’s op-ed in the New York Times:

Americans stayed at home and sacrificed for months to flatten the curve and prevent the spread of the coronavirus. That gave us time to take the steps needed to address the pandemic — but President Trump squandered it, refusing to issue national stay-at-home guidelines, failing to set up a national testing operation and fumbling production of personal protective equipment. Now, Congress must again act as this continues to spiral out of control.

Those who frame the debate as one of health versus economics are missing the point. It is not possible to fix the economy without first containing the virus. We need a bold, ambitious legislative response that does four things: brings the virus under control; gets our schools, child care centers, businesses, and state and local governments the resources they need; addresses the burdens on communities of color; and supports struggling families who don’t know when the next paycheck will come.

Here’s what the next federal response must include:

Start with funding the robust public health measures we know will work to address this crisis: ramped-up testing, a national contact-tracing program and supply-chain investments to resolve medical supply shortages. Without these measures, we will not be able to adequately reopen safely, more people will die and there will be no economic recovery.

I’m not opposed to any of those things. I just don’t think they’ll produce the results the senator thinks they will.

For one thing there’s too much cargo cult thinking. The line of thinking goes something like this. Because South Korea and Japan did contact tracing and South Korea and Japan have had among the very best results in dealing with their outbreaks, therefore you need contact tracing to have good results. Leaving aside the thousands of differences between South Korea or Japan and the United States a key step is being omitted: mandatory isolation. I don’t believe that any form of isolation, voluntary or mandatory, would be effective in the U. S. We can’t even get people to wear facemasks voluntarily. I don’t believe that even if we paid people to be isolated it would be effective. And mandatory isolation is completely out of the question. If you don’t believe it picture this scenario. Thousands or tens of thousands of people in mandatory isolation, the majority of whom are black or Hispanics. The headlines practically write themselves.

Testing has a similar problem. There is presently no identifiable relationship between testing per se and getting control over the virus. If you don’t believe me, just look at the testing rates per million population compared with the cases per million or deaths per million. If there’s a correlation, it’s a positive one (you test more people because more people have the virus). The basic question is never asked: testing to what end? I think we’re doing far too much diagnostic testing as it is with not nearly enough systematic epidemiological testing in an effort to identify where resources were most needed.

My views are so unpopular as to not even be worth airing. I think that we just must assume that no cure or vaccine or even an effective treatment will be developed and shoulder the risks of going on with life, doing what we can to mitigate them as best as we are able.

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“Largely Non-Violent”

I recently read one of the most foolish things I have ever encountered, characterizing the situation in Portland as months of “largely non-violent” demonstrations. Demonstrations are either violent or non-violent. By the standard the author is laying down the First World War, famously characterized as “months of boredom punctuated by moments of terror”, was largely non-violent.

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Peaceful Protests

Remember that “demonstration” I wrote about earlier? NBC Chicago reports there was a lot more to it:

Following a violent protest at which 49 Chicago police officers were injured Friday night, the city’s police superintendent has ordered all officers to wear riot gear at similar large gatherings.

What started as a peaceful demonstration led to several clashes between police and individuals who were protesting the presence of the Christopher Columbus statue in Grant Park.

Approximately one dozen individuals were arrested, and at least 20 complaints were filed with the city’s Civilian Office of Police Accountability, some alleging excessive force, unnecessary use of pepper spray and denial of counsel.

Chicago police released video Monday that appears to show protesters jabbing officers with PVC pipe from a banner and throwing items such as rocks, fireworks and frozen water bottles.

I think I would claim that pre-sharpened PVC and certainly fireworks constituted Class II weapons, those who employed them against the police are guilty of several felonies, and anyone who knew that the pre-sharpened PVC and fireworks would be brought to the event, for example through social media, is guilty of conspiracy to commit armed violence. That was no peaceful protest.

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Who Do You Trust?

In a post at RealClearPolitics members of The 50-State Survey Consortium Team remark on the results of a 50 state poll they have taken to measure the public’s trust of various institutions:

The latest wave of our ongoing 50-state survey, conducted June 12-28 by the COVID-19 Consortium for Understanding the Public’s Policy Preferences Across States, finds an average decline of almost 10 percentage points since April in public approval of their governors’ handling of the COVID outbreak. Only in five states — Hawaii, Michigan, New Jersey, South Dakota and Vermont — have governors’ approval ratings increased over this period.

These declines track similar movement in public support for President Trump’s handling of the pandemic. The average 8.2-point decline since April for the president is all the more significant given his far lower starting point. Back in April, 64% of the public, on average, approved of their state governor’s handling of the pandemic. The corresponding figure for Trump was 42%.

To some extent, these patterns likely result from growing public frustration with the resurgence of the pandemic and resulting return to (recommended or required) behavioral restrictions in an increasing number of states, combined with continuing widespread economic hardships.

We see similar downward trends in public trust across all 14 institutions we asked about, including public ones (the CDC, Congress, White House, police, city government, state government) and private (banks, social media and pharmaceutical companies, news media), as well as public health experts (hospitals and doctors, scientists and researchers) and political leaders (Trump, Biden). The largest losses of faith were reserved for the public institutions responsible for public safety and the nation’s pandemic response, such as the police (-14 points), Congress and state governments (-9 points each), and the White House (-11 points). Even though our questions measure trust in institutions to handle COVID-19, some of this change likely also reflects the impact of anti-police-brutality protests that swept the country this spring and summer.

The overall results are depicted in the graph above. A few things are apparent to me. First, publicity works just not necessarily to the benefit of those crafting the publicity. Approval of state and local governments remains high although approval of Congress, the White House, the media, VP Biden, President Trump, and above all, social media is heading into the cellar.

The larger message is that public trust is being eroded in general.

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Threatening the Monopoly

I think this is a step in the right direction. A new rare earths processing plant has opened in Colorado, reports National Defense:

A new pilot plant that will process rare earth elements necessary for many critical U.S. military weapons systems opened in June, as part of an effort to end China’s monopoly on the important resources.

The pilot plant is a joint venture between USA Rare Earth and Texas Mineral Resources Corp. The two companies previously funded a project on Round Top mountain in Hudspeth County, Texas, which features 16 of the 17 rare earth elements.

“Our objective is to set up a domestic U.S. supply chain without the materials ever leaving the United States,” said Pini Althaus, CEO of USA Rare Earth.

The elements are necessary for the creation of a number of weapons systems including the Lockheed Martin-made F-35 joint strike fighter, Tomahawk cruise missiles and other munitions.

Contrary to what you might infer from the name rare earths aren’t rare at all. They’re actually rather common and the U. S. was the leading producer until environmental concerns drove the whole industry away. You would think that China’s restriction of rare earth exports a decade ago would have taught us a valuable lesson then but apparently not. Will the supply chain interruptions caused by China’s lockdowns be enough? We can only hope.

Now if we were talking cobalt there would be an even thornier question. The top producers of cobalt are the Democratic Republic of Congo, Russia, Australia, Philippines, and Cuba while the countries with the largest proven reserves are the DRC, Australia, and Cuba. It’s more than a coincidence that China is grabbing as much power as it can in Congo.

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Who’s Trapped?

I see that George Friedman is as skeptical of the “Thucydides trap” hypothesis of U. S.-China relations as I am and for similar reasons:

The most important thing to understand about China is that its domestic market cannot financially absorb the product of China’s industrial plant. Yes, China has grown, but its growth has made it a hostage to its foreign customers. Nearly 20 percent of China’s gross domestic product is generated from exports, 5 percent of which are bought by its largest customer, the United States. Anything that could reduce China’s economy for the long term by about 20 percent is a desperate vulnerability. COVID-19 has hurt and will continue to hurt many countries. But for China, if international trade collapsed, internal declines in consumption would come on top of the loss of foreign markets.

China faces a non-military threat from the United States, which relies on exports to China for about half of 1 percent of its GDP. If the U.S. simply bought fewer Chinese products, Washington would damage China without firing a shot. If China is a rising power, it is rising on a very slippery slope without recourse to warfare.

continuing

It’s true that China is a rising power, but as I said, it’s rising from the Maoist era. It has a significant military, but that military’s hands are tied until China eliminates its existential vulnerability: dependence on exports. Under these circumstances, the idea of initiating a war is farfetched. More than perhaps any country in the world, China cannot risk a breakdown in the global trading system. Doing so might hurt the U.S. but not existentially.

The United States has no interest in a war in the Western Pacific. Its current situation is satisfactory, and nothing is to be gained from initiating a conflict. The United States is not giving up the Pacific – it fought wars in Korea and Vietnam as well as World War II to keep it. The U.S. can’t invade mainland China or conquer it. It cannot expose its forces to massive Chinese ground forces. In this sense China is secure. China’s fear is maritime – isolation from world markets. And that possibility is there.

There is of course evidence of advanced Chinese systems being prepared and claims that the U.S. is losing its relative share of power. But this is one of the great defects of military analysis: counting the hardware. In the U.S. military, I have noted people rolling their eyes when they hear about the superweapons being produced. The closer you are to weapons development, the more you are aware of its shortcomings. Wars are won by experienced staff, brave and motivated forces, and factories that don’t screw up. Engineering is part of war but not its essence. The question for any military is not what equipment it has but how long it takes to jury-rig the breakdown. Technology matters, of course, but it is only decisive in the hands of those with deep experience of the battle to be fought. China lacks that. For all its hardware and technology, it has not fought a naval battle since 1895 (which it lost). China has no tradition of naval warfare to compare to its experience on land. And tradition and lessons passed down from generation to generation of admirals are extremely valuable. The United States has been in combat frequently, launching aircraft against land targets, conducting active anti-submarine searches and coordinating air defense systems for large fleets in combat conditions.

If you’re wondering why that piece now, you may not be aware of it but Taiwan just completed a live fire war game of a Chinese invasion. Taiwan won, natch.

But it does raise another crucial point. The best role for the U. S. in keeping the peace in the Western Pacific is providing negative reciprocity. Not just Taiwan but Japan, South Korea, the Philippines, and Vietnam all must be aware that they have the primary responsible for their own defense. While the U. S. may backstop them we can’t be the primary guarantors of their independence.

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Non-Violent Protests vs. Violent Protests

This morning I listened to the encomiums of Rep. John Lewis on CBS’s Sunday Morning. Although I remember the civil rights demonstrations of the 1960s vividly, they made an interesting contrast with today’s protests, cf. for example, this report by Alice Yin from the Chicago Tribune:

At least 1,000 people swarmed the Christopher Columbus statue in Grant Park on Friday evening in a failed attempt to topple it after a march turned tense and chaotic when some people began throwing fireworks and cans at the police, who in turn struck members of the crowd with batons.

Following a rally in support of Black and Indigenous people, hundreds of protesters marched south on Columbus Drive shortly after 7 p.m. Then a person shouted that some Chicago police units, whom they had been trying to separate the crowd from by using bike-wielding citizen “marshals,” had left to protect the statue of the controversial historical figure.

Protests in which cans, bottles, or explosives are used and in which people are destroying or attempting to destroy property including public property are not non-violent. The moment the first rock is thrown or when people start actively rather than passively resisting police a threshold has been crossed. Those who set out to protest non-violently have been coopted into a riot. The media is dissimulating when they characterize a protest in which some of those protesting are non-violent but some are violent as non-violent and they are dishonoring the non-violent protesters of the civil rights era. They are on the wrong side.

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